AWM
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Accredited Wealth Management’s TransDigm Group TDG Stock Holding History

Accredited Wealth Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17.1K Buy
19
+6
+46% +$8.58K 0.01% 210
2025
Q2 		$19.8K Hold
13
– – 0.02% 202
2025
Q1 		$18K Buy
+13
New +$17.3K 0.02% 191

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's TDG Position: Q3 2025 in Review

Accredited Wealth Management increased its TransDigm Group (TDG) stake by 46% in Q3 2025, buying an estimated $8.58K and bringing the position to 19 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #210.

Accredited Wealth Management first reported a position in TDG in Q1 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q2 2025. 1,072 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

  • Accredited Wealth Management held 19 shares of TransDigm Group worth $17.1K as of Q3 2025.
  • Accredited Wealth Management bought 6 TransDigm Group shares in Q3 2025, an estimated $8.58K.
  • TransDigm Group made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #210 holding.
  • Accredited Wealth Management first reported a position in TransDigm Group in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's TransDigm Group position peaked at $19.8K in Q2 2025.
  • 1,072 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.